Contact us
Share a few details and we’ll be in touch shortly to either answer your questions.
Client Management for HR Consultants
Managing clients doesn’t have to be stressful. Shrlock streamlines your workflow by giving you everything you need to stay organized, provide excellent service, and grow your HR consulting business.
Manage All Your Clients All in One Place
Shrlock’s client management tools bring clarity and control to your business by centralizing everything you need to manage your clients effectively.
Ready to Get Started?
Sign up for our Early Access Program today to be one of the first HR consultants to feel the power of Shrlock.
Your Entire Business At A Glance
The Client Dashboard provides a bird’s-eye view of your entire HR consulting business. Easily access all your clients in one centralized location, with key insights and quick links to client profiles, tasks, schedules, and more.
Client Data Right at Your Fingertips
Client Profiles store all the key information you need to manage your clients effectively. From work locations and contact information to billing history and essential notes, everything is organized in one place for easy access.
Every Worker, Every Detail, All in One View
Staff Profiles give you a direct line of sight into your client’s team. Each staff profile is automatically created and updated through payroll and HRIS integrations to keep you organized and informed.
Client Software Integrations Made Easy
Connect directly to your clients’ payroll and HRIS systems to automatically sync worker data. From creating staff profiles to tracking PTO and sick leave accruals, these integrations ensure your records are up-to-date without manual effort.
Consolidate Calendars & Simplify Your Day
Shrlock’s centralized scheduling brings all your client calendars into a single, unified view. Manage meetings, deadlines, and events effortlessly from one platform designed to keep you on track.
Create a Seamless Experience for Clients
The Client Portal is a dedicated space for your clients to access invoices, important documents, and updates. Shrlock makes it easy for you to provide a professional, user-friendly experience for your clients.
See Shrlock In Action
Ready to see how Shrlock can transform your HR consulting business? Get started with a product demo now.
Frequently asked questions
Everything you need to know about the product and billing.
What is Shrlock’s Client Dashboard, and how does it help HR consultants?
Most HR consultants don’t have a centralized view of current and past clients – Shrlock changes that. Shrlock’s Client Dashboard provides a clear, bird’s-eye view of your consulting business. You can see all your clients in one place, access key insights like pending tasks, schedules, and billing updates, and prioritize your workload with ease. It’s designed to help HR consultants manage multiple clients efficiently without toggling between systems.
How do Client Profiles work in Shrlock?
Client Profiles in Shrlock store all essential information about your clients, including work locations, contacts, billing history, and notes. Everything is organized under a single profile, making it easy to retrieve details whenever needed. This centralization saves HR consultants time and helps ensure accurate client data management.
What are Staff Profiles, and why are they useful?
Staff Profiles let you see each client’s team at a glance. These profiles are automatically created and updated through payroll and HRIS integrations, ensuring real-time accuracy. Whether it’s PTO balances, sick leave accruals, or other worker data, Staff Profiles keep you informed without the need for manual data entry.
Which payroll and HRIS systems does Shrlock integrate with?
Shrlock integrates with most popular payroll and HRIS systems, syncing critical worker data like leave balances and team updates. This eliminates the hassle of manually updating records and ensures you always have the most accurate information for your clients.
How does Shrlock’s centralized scheduling improve client management?
Most HR consultants manage a new calendar for each client they work with, and it spirals out of control quickly. With Shrlock’s centralized scheduling feature, you can view and manage all client calendars in one unified platform. This includes meetings, deadlines, and events for every client you work with. You can even set reminders to stay ahead of key tasks, ensuring nothing falls through the cracks.
What is the Client Portal, and how does it benefit my clients?
Shrlock’s Client Portal provides secure access for your clients to view invoices, download important documents, and stay updated on key matters. This user-friendly portal reduces the need for back-and-forth emails and enhances communication. Clients will appreciate the professional, seamless experience.
Is Shrlock’s client management tool scalable for growing businesses?
Absolutely. Shrlock is built to grow with your HR consulting business. Whether you’re managing a small client roster or scaling to a larger operation, features like real-time data syncing, centralized scheduling, and intuitive dashboards adapt to meet your expanding needs.
How secure is Shrlock for managing client data?
Shrlock takes data security seriously. With advanced encryption, regular updates, and compliance with industry security standards, your client data remains safe and private. The Client Portal also ensures that sensitive information is shared securely. Any time a client relationship is ended, we have a step-by-step process for removing all sensitive data.
Still have questions?
Can’t find the answer you’re looking for? Please chat to our friendly team.
